Meraki Capital Partners LP

RIASEC Registered
Total AUM
$585M
Discretionary
$585M
100% of AUM
Avg account
$195M
Accounts
3
Employees
6
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
342245
Registered since
May 21, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Meraki Capital Partners LP is a limited partnership operating as an independent registered investment adviser focused on institutional clients. The firm’s advisory work centers on portfolio management for pooled investment vehicles and it also serves as sponsor, general partner, and managing member of those vehicles. Its compensation structure mixes a percentage-of-assets fee with performance-based fees, consistent with a manager that operates at least one fee-bearing fund vehicle. Meraki does not position itself as an ESG investor and is not described as a multi-state adviser. The snapshot data identifies ownership by a domestic entity and an individual and shows SEC registration in 2026. The firm is not labeled a capital allocator, which, combined with its advisory and sponsor roles, suggests Meraki primarily manages its own pooled strategies while also engaging external managers for specific alternative allocations.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Christopher Taliercio

    President and COOCRD 4976301

Contacts

2 of 2
  • Jason Taub

    Jason Taub

    PartnerCRD 5810332

  • Matthew Jackson

    Founding PartnerCRD 8254611

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
800 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth